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Compare Axis Midcap Fund vs Motilal Oswal Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.58 | 1.57 |
NAV | ₹105.00 | ₹94.53 |
Fund Started | 31 Jan 2011 | 03 Feb 2014 |
Fund Size | ₹28063.01 Cr | ₹26028.34 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.58
1.57
NAV
₹105.00
₹94.53
Fund Started
31 Jan 2011
03 Feb 2014
Fund Size
₹28063.01 Cr
₹26028.34 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 12.98% | 14.90% |
3 Year | 16.40% | 26.97% |
5 Year | 24.75% | 36.83% |
1 Year
12.98%
14.90%
3 Year
16.40%
26.97%
5 Year
24.75%
36.83%
Holding Analysis
Equity | 88.17% | 68.04% |
Cash | -0.04% | 13.51% |
Equity
88.17%
68.04%
Cash
-0.04%
13.51%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 3.31% |
The Indian Hotels Company Ltd. | 3.18% |
Persistent Systems Ltd. | 2.87% |
Coromandel International Ltd. | 2.75% |
The Federal Bank Ltd. | 2.17% |
Bharti Hexacom Ltd. | 2.14% |
JK Cement Ltd. | 2.14% |
Lupin Ltd. | 2.11% |
Solar Industries India Ltd. | 2.02% |
Cholamandalam Investment and Finance Company Ltd. | 1.98% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.13% |
Persistent Systems Ltd. | 9.53% |
Kalyan Jewellers India Ltd. | 7.18% |
Polycab India Ltd. | 4.40% |
Trent Ltd. | 4.37% |
Max Healthcare Institute Ltd. | 4.20% |
One97 Communications Ltd. | 3.73% |
Dixon Technologies (India) Ltd. | 3.72% |
Bharti Hexacom Ltd. | 3.66% |
Kei Industries Ltd. | 2.78% |
Fund Manager
Name | Vinayak Jayanath | Ajay Khandelwal |
Start Date | 17 Jan 2023 | 16 Dec 2021 |
Name
Vinayak Jayanath
Ajay Khandelwal
Start Date
17 Jan 2023
16 Dec 2021
About Fund
Description | The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies. | The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 31 Jan 2011 | 03 Feb 2014 |
Description
The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
31 Jan 2011
03 Feb 2014